Verger Capital Management

ABOUT VERGER

• Verger Capital Management is a niche, mission-driven OCIO firm dedicated exclusively to nonprofit institutions.

• Verger traces its origins to the Wake Forest University Office of Investments, offering nonprofit clients institutional-scale portfolio capabilities paired with highly personalized service.

• The firm's differentiated approach lies in its mission focus, deep institutional roots, rigorous investment process, and alignment with nonprofit culture.

CORE EXPERTISE

• Outsourced Chief Investment Officer (OCIO) 

Verger exclusively serves non-profit institutions by serving as their OCIO, offering fully tailored, discretionary portfolio management and advice.

• Institutional Portfolio Design & Diversification 

The firm constructs high-conviction, resilient portfolios emphasizing risk-adjusted return, using highly diversified and uncorrelated strategies including private equity, venture capital, real assets, and hedge funds.

• Robust Risk Management 

The firm adapts allocations dynamically across market cycles and may implement portfolio hedges to manage liquidity and volatility.

• Manager & Idea Sourcing Network 

The firm provides deep manager due diligence supported by a broad idea network of large institutional firms and under-the-radar boutique investment managers.

• Client Engagement & Advisory 

Verger provides high-touch, personalized service, functioning as an integrated extension of each client’s team.